13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001291422
申报总市值
US$17.9亿
US$17.9亿
168 檔
22.3%
截至 Q2 2024 季度末，First American Bank 的美股持仓估值约为 US$17.9亿，全数申报仓位共有 168 档。
在 Q2 2024 期间，First American Bank 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，First American Bank 的前 5 大核心持股（包含 AAPL, MSFT, AVGO 等）合计占整体申报市值的 22.3%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 10.37% | +0.17% | +0.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.69% | -0.55% | +0.56% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.70% | +0.49% | -1.16% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.11% | +0.39% | -1.58% | |
| 5 | PEP | Pepsico Inc | 股票-非周期性消费 | 4.01% | -0.65% | -0.18% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.96% | +0.54% | -0.11% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.40% | +0.07% | +0.70% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | +0.10% | +911.27% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.39% | +0.02% | +0.15% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.02% | -0.10% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.66% | -0.13% | +0.14% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.60% | +0.17% | +0.31% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.54% | +0.04% | -0.53% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.51% | -0.17% | +3.52% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.38% | -0.24% | -3.14% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.36% | -0.07% | +0.61% | |
| 17 | DHR | Danaher CORP | 股票-医疗保健 | 1.35% | -0.10% | -0.04% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -0.44% | +0.30% | |
| 19 | CTAS | Cintas CORP | 股票-工业 | 1.27% | -0.12% | -0.09% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 1.25% | +0.07% | +0.46% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.16% | -0.11% | +0.16% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.10% | +0.14% | -0.02% | |
| 23 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.09% | -0.21% | +8.27% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.05% | -0.16% | -1.96% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.08% | +0.28% | |
| 26 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.00% | -0.02% | -1.17% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.31% | +0.17% | |
| 28 | ADI | Analog Devices Inc | 股票-科技 | 0.96% | +0.13% | +0.61% | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.94% | -0.12% | +0.30% | |
| 30 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.93% | +0.02% | +0.90% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | +0.18% | -0.15% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.28% | +6.21% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.82% | +0.57% | +0.41% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.81% | -0.01% | +0.32% | |
| 35 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.79% | -0.20% | +0.84% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.15% | -0.52% | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 0.71% | -0.57% | EXIT | |
| 38 | BA | Boeing Co/the | 股票-工业 | 0.70% | -0.01% | +0.52% | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.67% | -0.24% | +0.15% | |
| 40 | TT | Trane Technologies plc | 股票-工业 | 0.66% | +0.03% | -0.14% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | +0.76% | +0.39% | |
| 42 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.62% | — | +0.12% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.61% | -0.02% | +0.71% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | +0.08% | -0.23% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | +0.04% | +7.68% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.01% | -0.08% | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.56% | +0.02% | -0.20% | |
| 48 | NOC | Northrop Grumman CORP | 股票-工业 | 0.55% | -0.25% | -0.14% | |
| 49 | AEP | American Electric Power | 股票-公用事业 | 0.54% | -0.05% | +0.73% | |
| 50 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.52% | — | -11.95% |
根据 SEC 官方 Form 13F 申报备案，First American Bank 在 Q2 2024 季度的美股持仓总市值约为 US$17.9亿，共申报了 168 个公开持股仓位。
在 Q2 2024 季度，First American Bank 按市值排列的前三大核心持股分别为：AAPL (10.4%)、MSFT (6.7%)、AVGO (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q2 2024 季度中，First American Bank 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。